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4 months ago
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 10,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Financial Planning and Analysis Specialist at Marsh McLennan Agency Private Client Services - National.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
Private Client Services National has been serving the most sophisticated affluent individuals and families in the United States for over four decades. We're not your ordinary personal lines broker or agency. We design personal insurance solutions to protect our client's wealth and safeguard the things and people they love. MMA Private Client Services offers a broad range of individual, specialty and sponsored solutions for individuals, clients, organizations, and trusted advisors.
A day in the life.
As our Financial Planning and Analysis (FP&A) Specialist on the Private Client Services National team, you will be responsible for collaborating with leaders and management teams, providing trusted financial and strategic advice to drive business growth and profitability. By creating, tracking and analyzing budgets, forecasts and financial results, you will develop performance insights that contribute to critical business decision making and strategic plans. The FP&A Specialist reports to the Finance Leader for Private Client Services National and is an independent individual contributor, whose work has a direct impact on the team's outcomes.
Key responsibilities of the role include:
- Assist with the financial planning "process" at the business unit/department level, inclusive of kickoff meetings, deadlines, assumptions, data format/loads, as it applies to budgets and forecasting.
- Assist in the month end close process by preparing customized reports, researching general ledger activities and variances to forecast, budget and prior year.
- Prepare financial planning information and reports by collecting, analyzing, and summarizing data and trends.
- Preform variance analysis of actual spending to forecast, plan and historical level, with explanations of trends and root causes.
- Aid in developing management reports in collaboration with business as needed.
- Assist in providing support on any additional strategic/financial initiatives that are requested of the FP&A team.
- Ensure timely and accurate business/financial reports and plans to increase financial transparency in management reporting and business line performance.
- Assist with the analysis of Zones, Regions and Centers of Excellence performance and initiatives.
- Manage Intercompany (MMA) and affiliate shares process and reporting.
- Improves financial planning job knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.
Our future colleague
We'd love to meet you if your professional track record includes these skills:
- Bachelor's degree in accounting, business administration, or finance desired
- Proficiency in MS Office Suite including Excel and PowerPoint
- Experience with accounting principles, financial reporting, forecasting budgeting and analysis across the income statement preferably.
- Demonstrated ability to analyze financial data, identify trends and draw insights.
- Ability to work effectively and collaboratively across the organization and with all levels of internal staff and management.
These additional qualifications are a plus, but not required to apply:
- Master's degree in a related field
- FP&A experience with an insurance broker or carrier
- CFA or other finance designation a plus
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:
Follow us on social media to meet our colleagues and see what makes us tick:
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $65,790 to $115,290. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs.
#MMAPCS
